SSUIX Mutual Fund Analysis & Holdings | MarketXLS

SSUIX Mutual Fund

NAV$13.81

AUM$382,985.04

TER1.03%

Holdings102

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SSUIX Mutual Fund

NAV$13.81

Guggenheim Small Cap Value Fund Institutional Class

AUM$382,985.04

TER1.03%

Holdings102

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare SSUIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SSUIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SSUIX Mutual Fund Overlap Analysis

SSUIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

SSUIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 102 holdings, SSUIX may share significant positions with broad-market funds.

SSUIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SSUIX tax-loss harvesting finds highly correlated but non-identical funds.